How It Works
Services
Pipeline Audit — $3,500 Go-To-Market Strategy — $7,500 Sales Playbook — $10,000 Pipeline Growth Retainer — $6,500/mo 90-Day Growth Sprint — $10,000/mo RFP & Proposal Support — $5,000 Deal Rescue — $15,000 Fractional VP of Sales — $12,000/mo
Industries
Technology, IT & AI Banking & Financial Services Healthcare & Pharma Facilities & Workplace HR & People Services Professional Services Manufacturing & Industrial About FAQ Book a Strategy Call →
Silicon Valley–Based B2B Sales Consulting Silicon Valley · B2B Sales
Stop Chasing. Start Converting.

Turn Opportunities
Into Revenue

CaptivIQ is a Silicon Valley B2B sales consulting firm helping companies generate qualified leads, build pipeline, and convert prospects into revenue. Serving clients across the US and internationally.

15+
Years Experience
B2B
Enterprise Focus
100%
Revenue Focused
Bhaavya Trivedi – Founder & CEO, CaptivIQ
Bhaavya Trivedi
Founder & CEO, CaptivIQ
"We work alongside companies as a trusted partner — focused on helping them win new business and build lasting client relationships."
Free Download: The B2B Pipeline Audit Checklist
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How CaptivIQ Works

CaptivIQ operates a proprietary 5-stage revenue system — combining AI-powered targeting, industry-specific outreach, and relationship-first engagement to take you from zero pipeline to signed revenue.

01
AI-Powered Target Mapping
We use Apollo.io and AI-driven research to build a precise account list — right company size, right industry, right decision-maker — before a single outreach goes out.
02
Personalized Multi-Channel Outreach
We deploy customized email sequences, LinkedIn engagement, and direct phone outreach — each message crafted to the buyer's industry, role, and pain point. Not templates. Not spray-and-pray.
03
Relationship-First Qualification
We build real trust before pitching. Every conversation is designed to understand the buyer's situation — so when we advance the relationship, it converts at a materially higher rate than cold pipeline.
04
Active Deal Advancement
We don't hand off leads and disappear. We stay in the deal — navigating stakeholders, strengthening proposals, and driving the opportunity forward until it's at the decision stage.
05
Revenue Closed. Documented.
Every engagement ends with a signed client or a measurable pipeline advance — not a report. We track outcomes, document what worked, and build a repeatable system your team can run independently.

Our Services

Eight focused services. Every one designed to directly generate, accelerate, or protect your revenue. Choose the engagement that matches where you are right now.

Diagnostic & Strategy
One-Time · $3,500 Flat
Pipeline Audit
A paid diagnostic of your existing pipeline. We identify stalled deals, revenue leaks, and conversion gaps — and deliver a prioritized written action plan that tells you exactly what's broken and what to fix first.
Best for companies with sales activity that isn't converting. The logical entry point before any other engagement.
One-Time · $7,500 Flat
Go-To-Market Strategy
A structured strategy engagement for companies entering a new market, launching a product, or restarting stalled growth. Delivers ICP definition, channel prioritization, messaging framework, and outreach roadmap. Pure strategy — no execution included.
Best when you need the roadmap before you can execute. Feeds directly into the Pipeline Growth Retainer or 90-Day Sprint.
One-Time · $10,000 Flat
Sales Playbook Development
We build your complete internal sales bible — buyer personas, discovery questions, objection handling, email templates, call scripts, proposal structure, and deal stages. A permanent document your team uses to sell consistently and win more.
Best for companies scaling a sales team or systematizing inconsistent results. Built once, used indefinitely.
Ongoing Revenue Execution
Monthly Retainer · $6,500/mo
Pipeline Growth Retainer
Ongoing monthly engagement covering lead generation and pipeline development. We identify decision-makers, run targeted multi-channel outreach across email, phone, and LinkedIn, and build a structured measurable pipeline from scratch — so you always have qualified deals moving forward.
Best for companies with no outbound motion or inconsistent lead flow. Predictable monthly execution that compounds over time.
90-Day Engagement · $10,000/mo
90-Day Growth Sprint
Full-stack revenue execution over a defined 90-day window. We run outbound, advance active deals, support proposals, and drive pipeline to close. Intensive, time-boxed, and measured against real revenue outcomes. Clear start, middle, and end.
Best for companies that need immediate results — new market, board pressure, or aggressive growth targets.
Executive Retainer · $12,000/mo
Fractional VP of Sales
VP-level sales leadership without the full-time cost. Bhaavya owns your revenue strategy, sets targets, manages the sales process, coaches your team, and reports to the CEO — as your part-time head of sales. Ongoing, no fixed end date.
Best for $1M–$15M companies that need executive sales leadership without a $200K+ full-time hire. The top of the CaptivIQ engagement ladder.
Targeted Interventions — Event-Driven
Per Bid · $5,000 Flat
RFP & Proposal Support
You have an active RFP or competitive bid in hand. We step in immediately — strengthening your proposal structure, developing win themes, sharpening competitive positioning, and improving your chances of winning the contract you deserve to win. Triggered by a live bid, not an ongoing engagement.
Best for B2B vendors who keep losing RFPs despite being the stronger offering. Enterprise bids scoped upon discovery call.
One Deal · $15,000 Flat
Deal Rescue
One specific high-value deal has gone cold, stalled, or is at risk of being lost to a competitor. We diagnose the stall, identify remaining stakeholders, rebuild the re-engagement strategy, and push the deal to close before the opportunity disappears entirely. The ROI math is simple.
Best for companies with a large contract at risk right now. Enterprise engagements scoped upon discovery call.
Not sure which service is right for you?
Calculate your ROI first — or chat with our AI Growth Assistant to identify your biggest revenue gap instantly.
Calculate ROI →

We Solve the Challenges
That Stall Growth

Companies partner with CaptivIQ when they want to accelerate revenue growth but need stronger B2B sales consulting and business development execution to make it happen.

  • Difficulty opening doors with the right decision-makers at target accounts
  • Inconsistent pipeline of qualified leads, leaving revenue unpredictable
  • Long sales cycles that stall or go dark before reaching a close
  • Lack of dedicated focus and bandwidth on new business development
  • Strong products or services but limited outbound sales capacity
  • Losing RFPs and competitive bids despite being the stronger offering
How CaptivIQ Helps
Real-world sales expertise applied to your unique situation
15+ years of B2B sales consulting and enterprise sales experience
Relationship-driven lead generation that builds trust before pitching
Proven pipeline development systems across multiple industries
Expert RFP and proposal strategy that strengthens your competitive position
Deal rescue expertise for high-value stalled opportunities
Unwavering focus on measurable revenue growth outcomes
15+
Years of B2B Sales Experience

Industries We Serve

Deep expertise across the B2B sectors where CaptivIQ has driven real revenue results for clients.

Technology, IT & AI
SaaS, managed IT, cloud services, and AI vendors growing enterprise accounts.
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Facilities & Workplace
Janitorial, security, maintenance, and workplace services companies targeting commercial accounts.
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Healthcare, Pharma & Life Sciences
Medical device, pharma, and health tech companies navigating complex institutional sales.
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HR & People Services
Staffing, HR tech, benefits, and people services firms growing their enterprise client base.
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Professional Services
Consulting, legal, accounting, and advisory firms looking to expand their client roster.
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Manufacturing & Industrial
Industrial suppliers, manufacturers, and commercial vendors pursuing new enterprise contracts.
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Banking & Financial Services
Banks, credit unions, fintech firms, and financial services providers building commercial pipelines.
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What CaptivIQ Delivers

Every engagement is built around one goal — measurable revenue growth. Here's what clients consistently experience working with CaptivIQ.

60–90
Days
Most clients see their first qualified pipeline conversations with real decision-makers within 60 to 90 days of engagement.
3–6×
Pipeline Growth
Clients consistently report a significant increase in active, qualified pipeline within the first two quarters of working with CaptivIQ.
15+
Years Experience
Every engagement is led personally by Bhaavya Trivedi — bringing 15+ years of enterprise sales expertise directly to your business.
↑ Win Rate
RFP & Proposals
Clients who engage CaptivIQ for RFP and proposal support consistently improve their competitive win rates on enterprise bids.
Enterprise accounts from 50 to 600+ employees served across multiple industries
Clients across Technology, Healthcare, Facilities, Food Services, HR, and Professional Services
US-based and international clients served remotely from Silicon Valley
Advisory-led model — Bhaavya works alongside your team, not as an outside vendor

How We've Helped B2B Companies Grow

A look at the types of challenges CaptivIQ has helped B2B companies solve — and the outcomes that followed.

Technology & IT
Challenge
A managed IT services provider in the Bay Area had a strong offering but was struggling to get in front of enterprise decision-makers. Their pipeline was thin and unpredictable, and outbound efforts were generating no meaningful conversations.
CaptivIQ's Approach
CaptivIQ mapped target accounts across the 200–800 employee segment, identified VP-level and C-suite IT buyers, and built a targeted outreach campaign. Monthly pipeline reviews kept opportunities advancing.
6
Qualified enterprise conversations opened within the first 90 days
Facilities & Workplace Services
Challenge
A facilities services company had a solid local reputation but couldn't break into larger commercial accounts. They had submitted several RFPs without success and weren't sure why they kept losing to competitors.
CaptivIQ's Approach
CaptivIQ reviewed their RFP submissions and identified weak positioning and unclear value differentiation. We rebuilt their proposal messaging, developed a clear win theme, and coached their team on responding to procurement requirements more competitively.
2 of 3
RFPs won in the following quarter after proposal strategy overhaul
HR & People Services
Challenge
An HR technology company had a high-value deal that had been stalling for four months. The prospect had gone silent after an initial strong meeting and the sales team had lost all visibility into the account.
CaptivIQ's Approach
CaptivIQ engaged through Deal Rescue — mapping remaining stakeholders, developing a re-engagement strategy, and supporting the team through final negotiations with a revised proposal that addressed the buyer's unstated concerns.
Closed
Deal rescued and signed within 6 weeks of CaptivIQ engagement

What Our Clients Say

Real feedback from B2B companies that have worked with CaptivIQ to grow pipeline and close more revenue.

★★★★★
"Bhaavya brought a level of strategic thinking and enterprise sales credibility that we simply didn't have internally. Within three months we were having real conversations with decision-makers we'd been trying to reach for over a year. The pipeline she helped us build changed how we think about growth."
JM
James M.
VP of Sales  ·  Managed IT Provider, Bay Area
★★★★★
"We had been losing RFPs for two years and couldn't figure out why. CaptivIQ looked at our proposals and immediately identified the problem — our messaging was generic and didn't speak to what procurement buyers actually care about. After working with Bhaavya, we won our next two competitive bids."
SR
Sandra R.
CEO  ·  Facilities Services Company, Texas
★★★★★
"CaptivIQ rescued a deal we thought was dead. A major prospect had gone silent for months and our team had given up. Bhaavya came in, identified what had stalled it, rebuilt the approach, and we closed the contract six weeks later. The ROI on that single engagement was extraordinary."
AT
Alan T.
Director of Business Development  ·  SaaS Company, Chicago
★★★★★
"What sets CaptivIQ apart is that Bhaavya actually understands enterprise sales at a deep level. She's not giving you a generic playbook — she's working through your specific deals, your specific buyers, and your specific challenges. Every conversation was immediately actionable."
KL
Karen L.
COO  ·  Corporate Food Services, California
★★★★★
"We were a strong healthcare vendor with a weak pipeline. CaptivIQ helped us identify the right target accounts, build a prospecting system, and develop outreach that actually got responses. Within 90 days we had more qualified conversations than we'd had in the entire previous year."
MP
Michael P.
VP Business Development  ·  Healthcare Vendor, New York
★★★★★
"Bhaavya's relationship-first philosophy is what convinced us to work with CaptivIQ. She doesn't push for quick wins — she builds real business relationships that lead to long-term clients. We've now closed three enterprise accounts that came directly from her pipeline work."
ND
Nicole D.
Founder  ·  Professional Services Firm, Seattle
Enterprise Sales
Deep experience navigating complex, multi-stakeholder enterprise environments
Relationship-Driven
Long-term partnerships built on trust, not transactional outreach
Lead Generation
We create qualified pipeline from the ground up — not just manage it
Revenue Growth
Everything we do is measured against real, tangible business outcomes
Trusted Partner
We operate as an extension of your team, not just a vendor

Meet Bhaavya Trivedi

Bhaavya Trivedi – Founder & CEO of CaptivIQ, Silicon Valley B2B Sales Consulting
Bhaavya Trivedi
Founder & CEO, CaptivIQ

Bhaavya Trivedi is a B2B sales consultant based in Fremont, California. She is the Founder and CEO of CaptivIQ LLC, a Silicon Valley fractional revenue firm incorporated in 2026. She has 15 years of B2B sales experience across banking, hospitality, food service, and workplace services in India, Canada, and the United States.

Prior to founding CaptivIQ, Bhaavya held enterprise sales roles at American Express and CWB Bank, and built multi-territory revenue operations across Northern California. She has generated $50M+ in qualified pipeline across engagements spanning banking, facilities, healthcare, HR, and professional services sectors, and has rescued $10M+ in at-risk pipeline through structured deal intervention.

CaptivIQ offers 8 B2B revenue services including Pipeline Audit ($3,500), Pipeline Growth Retainer ($6,500/mo), 90-Day Growth Sprint ($10,000/mo), Go-To-Market Strategy ($7,500), Sales Playbook Development ($10,000), RFP & Proposal Support ($5,000), Deal Rescue ($15,000), and Fractional VP of Sales ($12,000/mo). The firm serves clients across the United States and internationally from Silicon Valley.

Enterprise Sales Expert
Experience with enterprise accounts and complex, multi-stakeholder sales environments
Silicon Valley Based
Serving clients across the US and internationally
Execution-Focused
Practical, hands-on approach — building systems that generate real results
Revenue-Driven
Every engagement measured against pipeline growth and closed revenue

B2B Sales Insights

Practical guidance on B2B sales consulting, lead generation, pipeline development, and revenue growth — straight from the field.

Pipeline Development
How B2B Companies Can Build a Strong Sales Pipeline in 2026

Most B2B companies underestimate how long it takes to build a reliable pipeline. Here's a practical framework for creating consistent, qualified deal flow — without burning out your team.

March 2026Read more →
Sales Conversion
Why Most Leads Don't Convert Into Customers — And How to Fix It

Lead generation is only half the battle. The real challenge is converting those leads into revenue. Discover the most common breakdown points in the B2B sales process and how to address them.

March 2026Read more →
RFP Strategy
How to Win More RFPs: Positioning, Pricing, and the Proposal Mistakes That Cost You the Deal

After reviewing hundreds of B2B proposals and RFP responses, these are the most common — and most fixable — mistakes that cost companies competitive bids they should have won.

February 2026Coming soon
Deal Rescue
What Is Deal Rescue and When Do You Need It?

A high-value deal has gone cold. Your team has tried following up. Nothing is working. Deal Rescue is the focused intervention designed to get it moving again — before the opportunity disappears entirely.

April 2026Read more →
Sales Strategy
B2B Sales Consulting vs. Hiring an SDR: Which Is Right For You?

Should you hire a Sales Development Rep or bring in a fractional sales consultant? A direct cost and results comparison to help you make the right call for your stage of growth.

April 2026Read more →

Common Questions About CaptivIQ

Everything you need to know about our B2B sales consulting services, how we work, and what you can expect.

What does CaptivIQ do?
CaptivIQ is a Silicon Valley fractional revenue firm offering 8 services across the full client buying journey — from Pipeline Audit and Go-To-Market Strategy through to Pipeline Growth Retainer, 90-Day Sprint, Deal Rescue, RFP Support, Sales Playbook, and Fractional VP of Sales. Every service is designed to directly generate, accelerate, or protect your revenue.
Where do I start if I'm not sure which service I need?
Start with the Pipeline Audit at $3,500. It's a paid diagnostic that tells you exactly where your pipeline is breaking and which service addresses it. Most clients find the Audit pays for itself immediately by identifying one recoverable opportunity they had written off.
What is Deal Rescue and when should I use it?
Deal Rescue is intensive, focused intervention for one specific high-value deal that has gone cold or is at risk of being lost. If you have a large contract that has been silent for weeks, CaptivIQ steps in — diagnoses the stall, rebuilds the re-engagement strategy, and pushes the deal to close. Enterprise deals scoped upon discovery call.
What is the Fractional VP of Sales?
An ongoing executive leadership retainer at $12,000/mo. Bhaavya becomes your part-time VP of Sales — owning revenue strategy, setting targets, managing the sales process, coaching your team, and reporting to the CEO. Built for companies between $1M–$15M that need VP-level leadership without a $200K+ full-time hire.
How quickly can we expect to see results?
Most clients begin seeing qualified pipeline conversations with real decision-makers within 60–90 days. Revenue conversion follows your industry's natural sales cycle — typically 3–6 months for B2B deals. Deal Rescue and RFP Support can produce results within days to weeks depending on the situation.
Do you work with large enterprise deals — facilities, food service, catering?
Yes. CaptivIQ has deep expertise in facilities, food service, workplace services, and breakroom categories where individual contracts can reach $5M–$15M+. For enterprise-scale engagements in these sectors, pricing is scoped upon discovery call to reflect the complexity and stakes involved.

Ready to Turn
Opportunities Into Revenue?

Let's start a conversation about how CaptivIQ's B2B sales consulting can help your business generate more leads, build stronger pipeline, and close more revenue.

No pitch. 30-minute conversation. You'll leave with at least one actionable idea about your pipeline — whether we work together or not.
Or reach us directly: bhaavya@captiviq.com  ·  (510) 279-4362
CaptivIQ Growth Assistant
Online — typically replies instantly
✦ AI-powered